SEC 13F Intelligence

Bnc Wealth Management, LLC / MRSH

Bnc Wealth Management, LLC’s Marsh & Mclennan Cos Inc Position

Does Bnc Wealth Management, LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes — 21.9K shares worth $4M (+1.05% of its 13F portfolio) as of Q1 2026, down from 22.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.9K
% of Portfolio
+1.05%
Quarters Held
22
currently held

Position History MRSH

Reported value by quarter
Q3 ’20: $6MQ3 ’20Q1 ’21: $6MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ2 ’22: $5MQ2 ’22Q3 ’22: $4MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ2 ’25: $5MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.9K$4M+1.05%
Q4 202522.2K$4M+1.05%
Q3 202522.3K$4M+1.13%
Q2 202522.4K$5M+1.45%
Q1 202522.8K$6M+2.00%
Q4 202424.5K$5M+1.71%
Q3 202424.5K$5M+2.02%
Q2 202425.0K$5M+1.96%
Q1 202425.5K$5M+2.25%
Q4 202326.3K$5M+2.35%
Q3 202326.3K$5M+2.68%
Q2 202326.3K$5M+2.62%
Q1 202329.3K$5M+2.72%
Q4 202229.4K$5M+2.88%
Q3 202229.4K$4M+2.65%
Q2 202229.4K$5M+2.39%
Q1 202229.4K$5M+2.47%
Q4 202129.4K$5M+2.42%
Q3 202129.6K$4M+2.66%
Q2 202129.6K$4M+2.52%
Q1 202150.3K$6M+4.35%
Q3 202050.7K$6M+4.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of MRSH.